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November 2020

BullorBear
Oct 12, 20211 min read

I was happy with my overall performance as I knew that even after considering the transaction costs and taxation, I have done better than the benchmark.The portfolio for November 2020 was as follows:

1. ONGC

2. L&T

3. BPCL

4. ITC Limited

5. IOC

6. GAIL

7. NTPC

8. Power Grid Corporation Limited

9. Bajaj Finserv Limited

10. Coal India


November was a good month as market was up 12%. History repeated, with Bajaj Finserv giving 53% return and being kicked out of December portfolio. Strategy gave 19% return for the month.

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